Using Dropbox with our CRM Software

Tips Tutorials
How to upgrade to a new CRM-Express version?
How do I setup CRM-Express on a network??
How do I add product images to Quotes, Orders and Invoices?
How do I search in CRM-Express?
How do I setup multiple calendar views?
How do I assign a user name and password to an address book?
How do I setup a new view in CRM-Express?
At a glance view
How to setup synchronization
Running synchronization
Using Dropbox with CRM-Express
Using Microsoft SkyDrive with CRM-Express
Creating the address book
Setting up the address book options
Adding contacts to the address book
Adding user defined fields to the address book
Creating and adding products
Creating and adding products - Continued
Setup Email for invoicing
Setting up invoice layout
Creating and emailing pdf invoice
Receiving and allocating payments
Adding custom fields to the address book
Setting reminders
Using reminders
How do I use Dropbox with our CRM Software?

According to Wikipedia
 
"Dropbox is a file hosting service operated by Dropbox, Inc., that offers cloud storage, file synchronization, and client software. Dropbox allows users to create a special folder on each of their computers, which Dropbox then synchronizes so that it appears to be the same folder (with the same contents) regardless of which computer is used to view it. Files placed in this folder also are accessible through a website and mobile phone applications"
 
All Western Editions CRM software, except the Standard CRM-Express can be used with Dropbox (Ultimate, Professional, eSales)
 
That means you can be at work where you work on your client data and when you get home, you can work on your home computer and the data is automatically synced.
 
Note that we allow you as many copies as you want for personal use that means you can install CRM-Express on 1 or more computers for personal use, just ask us for extra licenses at no extra cost.
 
To setup CRM-Express with Dropbox you have to do the following.
 
1. Download and install Dropbox on the computers you want to sync
2. Download and install the same version of CRM-Express e.g. 2013.5.2 on the both of the computers.
 
 
On the first computer...
1. Start CRM-Express create a database on the Dropbox drive
 
 
2. IMPORTANT ..wait until Dropbox is up to date before trying to access the data by checking the Dropbox icon in the task are at the bottom of the screen.
This might take a while the first time because the whole database (3.4MB) has to be uploaded
 
If you accidently try to open the database before all files are copied you will get an error message.
In that case, Just wait till all files are copied before trying to open it again.
 
3. Continue to open the the database.
 
This concludes the setup on the first computer.
 
 
On the second computer...
1. Start CRM-Express and this time use the option to create a link to the database
2. Specify the shared directory
This concludes the setup on the second computer.
 
 
Note: Dropbox updates when you exit CRM-Express.  When working you must make sure that Dropbox is up to date before switching off the computer if you want to access your data when you get home.